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研究快讯:J Mar-q:强劲的每股收益超预期,得益于全面增长和创纪录的积压订单

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下:J公司公布了强劲的3月季度业绩,调整后每股收益为1.75美元,高于去年同期的1.43美元,超出华尔街预期的1.63美元;调整后净收入为23亿美元(同比增长9%),增长势头强劲。基础设施及先进设施业务表现突出,收入达19.7亿美元(同比增长8%),其中关键基础设施业务增长9%,水务及环境业务增长2%,生命科学及先进制造业务增长12%;PA咨询业务也保持了令人瞩目的增长势头,增幅达17%。这种多元化的业绩凸显了J公司在受益于长期利好因素的高增长、高利润行业中的成功定位。完成对PA咨询的收购是一项战略里程碑,管理层将24个月内的成本协同效应预期从最初的1600万至2000万美元上调至2000万美元以上。 J 的积压订单额创历史新高,达到 270 亿美元(增长 22%),这为其带来了极佳的收入可见性,同时,其强劲的订单出货比也为其提供了支撑,3 月至 3 月的订单出货比为 1.2 倍,过去 12 个月的订单出货比为 1.4 倍。

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